Lead-Lag Live

Matt Markiewicz on Leveraged ETF Strategies, Market Volatility Cautions, and Long-Term Investment Horizons


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Discover the complex world of leveraged and inverse ETFs with Wall Street veteran Matt Markiewicz from TradrETFs, who brings 27 years of industry insight to the table. Get ready to unravel the intricacies behind these financial instruments designed for short-term amplified returns, and understand why they may not be the best fit for long-term investments. Matt, with his extensive experience at iShares and beyond, shares how smaller players like TradrETFs navigate a space dominated by giants like BlackRock and Vanguard, offering unique perspectives and innovative strategies.

Our conversation sheds light on common misconceptions about leveraged products, likening leverage to financial tools we use every day, such as mortgages, while highlighting the need for caution, particularly amid market volatility. We explore the dynamics of the ETF industry, where understanding daily resets and compounding effects becomes crucial for effective investment management. Matt also delves into the mechanics of ETFs, including the use of swaps for leverage and the significance of diversifying counterparties to mitigate risks during financial downturns.

Looking to the future, Matt presents new horizons for ETFs beyond equities, especially in treasury investments. TradrETFs is pioneering new paths by offering products that aim to deliver consistent leveraged returns over a month, aligning with longer-term investment goals. From semiconductor exposure to international investor needs, this episode is packed with insights and practical advice for both seasoned investors and those new to leveraged ETFs. Engage with us in this enlightening conversation and gain a deeper understanding of how these financial products can fit within a diversified portfolio.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of TradrETFs and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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